Measured Wealth Private Client Group
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Measured Wealth Private Client Group’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Measured Wealth Private Client Group’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.62K Hold
88
– – ﹤0.01% 598
2026
Q2 		$6.64K Hold
88
– – ﹤0.01% 606
2026
Q1 		$6.64K Hold
88
– – ﹤0.01% 593
2025
Q4 		$6.63K Hold
88
– – ﹤0.01% 589
2025
Q3 		$6.66K Buy
+88
New +$6.64K ﹤0.01% 587

Other funds holding RAVI

Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Boltwood Capital Management
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
Auour Investments
Auour Investments Woburn, Massachusetts $353M AUM 8.66% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sky Investment Group
Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Emerald Investment Advisers
Emerald Investment Advisers Leola, Pennsylvania $1.45B AUM

Measured Wealth Private Client Group's RAVI Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Northern Trust Ultra-Short Fixed Income ETF (RAVI) position steady in Q3 2026 at 88 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Measured Wealth Private Client Group first reported a position in RAVI in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.66K in Q3 2025. 38 funds tracked by Wall St. Rank hold RAVI as of Q3 2026.

  • Measured Wealth Private Client Group held 88 shares of Northern Trust Ultra-Short Fixed Income ETF worth $6.62K as of Q3 2026.
  • Measured Wealth Private Client Group left its Northern Trust Ultra-Short Fixed Income ETF share count unchanged in Q3 2026.
  • Northern Trust Ultra-Short Fixed Income ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #598 holding.
  • Measured Wealth Private Client Group first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Northern Trust Ultra-Short Fixed Income ETF position peaked at $6.66K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.